See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,448 |
HORNOR TOWNSEND & KENT INC4 years Service code 49 · EIN 23-1706189 | Other Services | $4,479 |
Service code 49 · EIN 74-2794194 | Other Services | $3,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,284 | $99,957-27.7% | $149,696-51.7% | $73,488-1.6% |
| Participation rate | 98.2% | 75.7%+22.5pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 19.15% | 53.87%-34.7pp | 276.60%-257.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,591 | $3,191-50.1% | $4,644-65.7% | $2,270-29.9% |
| Participant deferral / active EE | $6,938 | $6,073+14.2% | $6,842+1.4% | $3,740+85.5% |
| Admin fee / account holder | $394 | $551-28.5% | $9,309-95.8% | $513-23.2% |